The embodied world model "I Am Wise" has passed the compliance filing.
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Serenity: Funds in China's primary market are flowing into physical AI and world models, with funding for cutting-edge models concentrating on leading companies.
According to Mars Finance, on July 3rd, Serenity published an article stating that, based on AI investment in China's primary market, institutional funds are flowing towards embodied intelligence, physical AI, and world models. The article cites approximately $23.56 billion in funding for large-scale models/LLMs, $15.74 billion for AI infrastructure and technology layers, $13.36 billion for embodied intelligence/physical AI, $8.79 billion for AIGC applications, and $3.82 billion for autonomous driving and other Top-20 clusters. However, this figure is not entirely comparable to the aforementioned categories. Early-stage, purely basic model funding has essentially closed, with more funds flowing to established leading companies and world model companies. The article believes a similar trend may emerge in the US market, with funds concentrating on leading companies like Anthropic and OpenAI, and that "world models have become the biggest consensus in early-stage investment." Several months ago, Serenity believed that 4D AI/world modeling would be the most noteworthy area to watch, mentioning that AEVA might offer exposure to this sector. However, there are currently no clear pure-play targets in the market, and we may need to wait for the next batch of IPOs in this field. Serenity stated that AIGC applications are the most mature area of AI technology commercialization, but there are currently no clear winners. Funds continue to flow into AI infrastructure and the semiconductor supply chain, while a large amount of capital is rotating into physical AI, embodied intelligence, humanoid robots, and world modeling, with cutting-edge modeling continuing to concentrate on leading companies.
MIRA, an open-source 5B multiplayer world model, uses DINOv3 representation to mitigate long-term drift and can simulate 2v2 battles in Rocket League in real time.
According to Beating, AI research firm General Intuition, in collaboration with French AI lab Kyutai and Epic Games, has launched MIRA, a multiplayer interactive world model. As a generative game simulator supporting real-time multiplayer interaction, MIRA can simulate 2v2 battles in Rocket League in real time, based solely on historical footage and player button presses, without requiring a physics engine, rendering engine, or explicit 3D representation for inference. Unlike the "decoupling of logic computation and image rendering" approach adopted by companies like Odyssey, MIRA takes a generative simulation approach based on video latent space. MIRA boasts 5 billion parameters, and its core design builds the latent prediction space on a frozen general-purpose visual encoder, DINOv3-L. Leveraging pre-trained visual features, the generated latent states can more stably fall within the effective representation space, significantly mitigating image drift and divergence during long-term prediction. For multi-screen alignment, MIRA stitches the latent images from four player perspectives into a unified grid, enabling spatial attention mechanisms to operate naturally across viewpoints and improving the spatial consistency of vehicles, the soccer ball, and key events across multiple perspectives. The Action Dropout introduced during training also helps the system complete the game behavior of vehicles not controlled by commands when parts of the motion flow are missing. Currently, MIRA can run in real time at 20 frames per second on a single NVIDIA B200 graphics card. The team has open-sourced the training and inference code and released the Rocket Science dataset, which contains 1,000 hours of matches, approximately 4,000 hours of video, motion flow, and physics data from four perspectives; the complete training of the model used approximately 10,000 hours of clean match data.
Goldman Sachs: World Model May Become a New Engine for Future AI Infrastructure, Adding New Computing Demands
According to Mars Finance, Goldman Sachs stated in its latest report that "world models" may become the second engine of future AI infrastructure demand. Unlike large language models, which primarily process text and images, world models attempt to understand causal relationships in physical and social systems, such as simulating friction, material behavior, supply chain responses, policy shocks, or corporate competitive strategies. Physical world models will support robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic extrapolation, investment decisions, governance stress testing, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models, but rather superimpose new computing demands. If their development speed exceeds expectations, current investment forecasts surrounding computing power and electricity may still be underestimated. (Cailian Press)
Kalshi's trading volume hit a record high of $9.4 billion in June, with the World Cup driving a surge in prediction market trading.
According to Mars Finance, on July 5th, driven by the 2026 FIFA World Cup, the trading volume of the US prediction market platform Kalshi rose to approximately $9.4 billion in June, an increase of nearly 77% from approximately $5.3 billion in May, setting a new record. During the same period, Polymarket International's trading volume increased from approximately $3.5 billion to approximately $4.3 billion. Data shows that the World Cup has become the main catalyst for the growth in prediction market trading. As this World Cup expands to 48 teams for the first time, the number of matches and knockout stage scenarios has increased, driving active trading in single-match contracts. For example, the round of 16 match between Canada and Morocco saw trading volumes exceeding $48 million on Kalshi and $26.8 million on Polymarket. However, the rapid increase in trading volume has also further fueled regulatory controversy. Several US states continue to advocate that sports event contracts should be subject to betting regulations, rather than the derivatives market regulated by the US Commodity Futures Trading Commission (CFTC). Meanwhile, the European Securities and Markets Authority (ESMA) recently warned that some event-based contracts may fall under the existing regulatory scope of binary options. Analysts believe that the World Cup demonstrated the ability of prediction markets to attract liquidity during major events, but whether sports prediction contracts should be regulated as financial derivatives or betting remains a core regulatory issue for the industry.
Having just secured $200 million and now receiving another 1 billion RMB, major game developers are heavily investing in the 3D world model VAST.
According to Beating's monitoring, AI 3D generation company VAST (三启万物) has completed a strategic round of financing of over 1 billion RMB in its A3 round, jointly invested by Geely Capital, 4399, Tanwan Games, Giant Interactive, and others, just one month after its previous round of financing of nearly 200 million USD. The influx of industrial capital reflects clear business needs. Game companies like 4399 and Giant Interactive value VAST's rapid 3D asset generation capabilities, such as reducing the time for creating high-precision textures from several days to 2 minutes, directly saving money for game projects. Industrial giants like Geely, on the other hand, need VAST's Project Eden 3D world model, currently under development, for autonomous driving and robot training, to generate physically consistent, multi-user interactive virtual simulation spaces at low cost.
Aptos Labs becomes a launch partner for the new stablecoin OpenUSD, whose ecosystem stablecoin surpassed $2 billion in June.
According to Foresight News , Aptos announced that its ecosystem stablecoin's market capitalization surpassed $2 billion in June 2026, setting a new record. Simultaneously, Aptos Labs announced its launch partner for OpenStandard's new stablecoin, OpenUSD, alongside other institutions such as Mastercard, Visa, and Stripe. OpenUSD is positioned as an open, low-cost stablecoin aimed at promoting the development of an open financial system.